Joe Halpern, Portfolio Manager
Joe Halpern, Portfolio Manager

Lawrence Solomon Published in WealthManagement.com: Time for Wall Street to Produce Prodcuts for People, Not Robots

Investment Strategy Insights

Wealthmanagement.com published a piece written by Exceed’s COO, Lawrence Solomon, on how Wall Street can better utilize behavioral finance when designing financial products.

The post LAWRENCE SOLOMON PUBLISHED IN WEALTHMANAGEMENT.COM: TIME FOR WALL STREET TO PRODUCE PRODUCTS FOR PEOPLE, NOT ROBOTS appeared first on Exceed Investments.

Latest

Economic Insights

The Volatility Trader’s Reality Check: Markets Do What Markets Do

0
For those curious about how a volatility trader who also manages portfolios thinks, let me cut through the noise.
Economic Insights

Navigating Trade Winds: HANDLS Indexes Showcase Resiliency in May 2025

0
The HANDLS Indexes Monthly Income Report for May 2025 underscores notable recoveries across sectors, propelled by easing tariff and trade uncertainties.
Economic Insights

Navigating Multi-Factor Market Volatility: A Portfolio Manager’s Guide

0
Current market conditions present a complex web of interconnected risks that demand careful analysis and strategic positioning.
Economic Insights

Markets Gone Wild: April 2025 HANDLS Monthly Report

0
April 2025 delivered a dramatic episode in what has already been a year marked by heightened volatility.

Newsletter

Don't miss

Economic Insights

The Volatility Trader’s Reality Check: Markets Do What Markets Do

0
For those curious about how a volatility trader who also manages portfolios thinks, let me cut through the noise.
Economic Insights

Navigating Trade Winds: HANDLS Indexes Showcase Resiliency in May 2025

0
The HANDLS Indexes Monthly Income Report for May 2025 underscores notable recoveries across sectors, propelled by easing tariff and trade uncertainties.
Economic Insights

Navigating Multi-Factor Market Volatility: A Portfolio Manager’s Guide

0
Current market conditions present a complex web of interconnected risks that demand careful analysis and strategic positioning.
Economic Insights

Markets Gone Wild: April 2025 HANDLS Monthly Report

0
April 2025 delivered a dramatic episode in what has already been a year marked by heightened volatility.
White Papers

How Advisors Can Prepare for Turbulent Times by Exploring a Risk Balanced Approach

0
Explore Catalyst Funds | Explore Rational Funds Most investors intuitively understand...
Joe Halpern, Portfolio Manager
Joe Halpern, Portfolio Manager
Joseph (Joe) Halpern is Portfolio Manager of a defined outcome strategy at Catalyst Funds. Mr. Halpern has structured, priced, and traded billions of dollars in structured products, exotic derivatives, and listed vanilla options. Additionally, he has managed trading groups, supervised risk management, and participated in executive-level, firm-wide strategic initiatives for several leading financial institutions. In 2012, Mr. Halpern founded Exceed Holdings, LLC, an investment holding company focused on developing next-generation structured investments. The Exceed entities are collectively referred to by the brand name Exceed Investments.

The Volatility Trader’s Reality Check: Markets Do What Markets Do

Joe Tigay, Portfolio Manager -
For those curious about how a volatility trader who also manages portfolios thinks, let me cut through the noise.
Read more

Navigating Trade Winds: HANDLS Indexes Showcase Resiliency in May 2025

David Cohen -
The HANDLS Indexes Monthly Income Report for May 2025 underscores notable recoveries across sectors, propelled by easing tariff and trade uncertainties.
Read more

Navigating Multi-Factor Market Volatility: A Portfolio Manager’s Guide

Joe Tigay, Portfolio Manager -
Current market conditions present a complex web of interconnected risks that demand careful analysis and strategic positioning.
Read more

About us

Most recent

Most popular

Subscribe

© Catalyst Insights - 2024 - All rights reserved.